ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 583 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,326,000 | +3.3% | 30,298 | +1.4% | 0.23% | +13.2% |
| Q3 2021 | $2,252,000 | -0.3% | 29,885 | -0.0% | 0.20% | +0.5% |
| Q2 2021 | $2,258,000 | +12.3% | 29,893 | +8.6% | 0.20% | +8.5% |
| Q1 2021 | $2,010,000 | -35.7% | 27,535 | -35.4% | 0.19% | -38.0% |
| Q4 2020 | $3,128,000 | +6.3% | 42,610 | -1.3% | 0.30% | -13.4% |
| Q3 2020 | $2,942,000 | +3.2% | 43,187 | +0.0% | 0.35% | -5.1% |
| Q2 2020 | $2,852,000 | -15.0% | 43,171 | -20.2% | 0.37% | -37.7% |
| Q1 2020 | $3,357,000 | -30.2% | 54,098 | -16.1% | 0.59% | -7.8% |
| Q4 2019 | $4,809,000 | +3.7% | 64,514 | +1.9% | 0.64% | -4.3% |
| Q3 2019 | $4,639,000 | +2.7% | 63,303 | +1.8% | 0.67% | +10.9% |
| Q2 2019 | $4,519,000 | +17.5% | 62,214 | +16.4% | 0.60% | +7.8% |
| Q1 2019 | $3,847,000 | +788.5% | 53,431 | +722.0% | 0.56% | +690.1% |
| Q4 2018 | $433,000 | – | 6,500 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Brien Wealth Partners LLC | 680,595 | $49,554,000 | 32.19% |
| Burt Wealth Advisors | 438,801 | $31,949,000 | 14.50% |
| SimpliFi, Inc. | 246,991 | $17,983,000 | 12.51% |
| Peterson Wealth Advisors, LLC | 228,488 | $16,636,000 | 12.14% |
| Legacy Financial Advisors, Inc. | 438,442 | $31,923,000 | 11.56% |
| Smart Money Group LLC | 153,276 | $11,160,000 | 10.13% |
| Merit Financial Group, LLC | 852,083 | $61,403,000 | 9.83% |
| Price Wealth, LLC | 361,686 | $26,334,000 | 9.81% |
| Arcus Capital Partners, LLC | 237,268 | $17,275,000 | 8.15% |
| Mascoma Wealth Management LLC | 168,011 | $12,233,000 | 8.07% |